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CIK: 0002010235
Total reported value
$2.7B
$2.7B
3575 檔
6.5%
The Q3 2024 SEC filing reveals that GAMMA Investing LLC held a total portfolio value of $2.7B, covering 3575 public equity positions.
In Q3 2024, GAMMA Investing LLC displayed an active expansion posture, initiating 4 new positions and adding to 45 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 6.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 3575 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.07% | +34.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.35% | +20.76% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | — | +24.34% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.09% | +19.24% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.22% | +26.64% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.08% | +13.93% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.14% | +1136.42% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.23% | +25.82% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.18% | +24.30% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | +0.26% | +33.45% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.13% | +22.67% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | -0.06% | +32.95% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.03% | +27.42% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.03% | +17.06% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.03% | +21.43% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.33% | +22.99% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.19% | +41.02% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.73% | -0.01% | +20.97% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | — | +28.62% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.02% | +79.59% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.03% | +32.28% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.11% | +24.25% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.08% | +40.37% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.20% | +32.52% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.52% | -0.11% | +40.40% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.03% | +25.69% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.05% | +27.06% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | +15.24% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | +33.73% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | -0.25% | +29.41% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | — | +191.86% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.45% | +0.01% | +144.29% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.14% | +19.39% | |
| 34 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.43% | -0.17% | +39.11% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.42% | -0.12% | +22.87% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | — | +65.10% | |
| 37 | GE | General Electric | Stock-Industrials | 0.40% | +0.06% | +26.41% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | +0.03% | +14.46% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.35% | -0.06% | +45.37% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | -0.04% | +8.19% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.33% | -0.04% | +25.69% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.33% | -0.05% | +27.98% | |
| 43 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.32% | — | +126.45% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.32% | +0.09% | +19.50% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.06% | +25.06% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.32% | -0.08% | +29.73% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.12% | +33.07% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | +0.58% | +25.55% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.03% | +29.84% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.16% | -6.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | +34.94% | Add |
| 2 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 3 | TSLA | Tesla Inc | +0.3% | +79.59% | Add |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +191.86% | Add |
| 5 | PCEF | Invesco Cef Income Composite | +0.3% | NEW | New buy |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | NEW | New buy |
| 7 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.2% | NEW | New buy |
| 8 | PFF | Ishares Preferred & Income S | +0.2% | +144.29% | Add |
| 9 | HCA | Hca Healthcare Inc | +0.2% | +402.79% | Add |
| 10 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.2% | +284.80% | Add |
| 11 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.2% | +229.49% | Add |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +216.34% | Add |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +174.58% | Add |
| 14 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +258.91% | Add |
| 15 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.1% | +126.45% | Add |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +154.07% | Add |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +185.98% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +41.02% | Add |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +112.13% | Add |
| 20 | MCHI | Ishares Msci China ETF | +0.1% | +39.11% | Add |
| 21 | ETN | Eaton Corporation plc | +0.1% | +65.10% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +44.62% | Add |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +26.64% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +32.52% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +40.37% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +33.73% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +28.62% | Add |
| 28 | ACN | Accenture plc | +0.1% | +45.37% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +33.45% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +27.42% | Add |
| 31 | HD | Home Depot Inc | 0% | +21.43% | Add |
| 32 | BIV | Vanguard Intermediate-term B | 0% | +40.40% | Add |
| 33 | GE | General Electric | 0% | +26.41% | Add |
| 34 | KO | Coca-cola Co/the | 0% | +25.69% | Add |
| 35 | PG | Procter & Gamble Co/the | 0% | +32.28% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +27.06% | Add |
| 37 | NFLX | Netflix Inc | 0% | +29.41% | Add |
| 38 | MUB | Ishares National Muni Bond E | 0% | +32.95% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +24.25% | Add |
| 40 | AVGO | Broadcom Inc | -0.1% | +1136.42% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.1% | +22.99% | Add |
| 42 | SUB | Ishares Short-term National | -0.1% | +20.97% | Add |
| 43 | V | Visa Inc-class A Shares | -0.1% | +17.06% | Add |
| 44 | LLY | Eli Lilly & Co | -0.2% | +24.30% | Add |
| 45 | BLKCHF | Blackrock Inc | -0.3% | EXIT | Sold out |
| 46 | JPM | Jpmorgan Chase & Co | -0.3% | +13.93% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +25.82% | Add |
| 48 | AMZN | Amazon.com Inc | -0.4% | +19.24% | Add |
| 49 | NVDA | Nvidia CORP | -0.5% | +24.34% | Add |
| 50 | MSFT | Microsoft CORP | -0.8% | +20.76% | Add |
According to official SEC Form 13F filings, GAMMA Investing LLC reported a total U.S. public equity portfolio value of $2.7B across 3575 disclosed positions in Q3 2024.
During Q3 2024, GAMMA Investing LLC's top holdings by market value included AAPL (4.6%)、MSFT (4.4%)、NVDA (4.3%). The largest single position, AAPL, represented 4.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $2.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.8M
In Q3 2024, GAMMA Investing LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 45 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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